Form 5500

3,272 topics in this forum

1. Keep getting form CP214 even though S corp was terminated. Worried about $150k penalty and /or $1500

   By JanetJ, February 23, 2021
   • 1 reply
   • 937 views
   • 
   • Mike Preston
   • February 23, 2021

2. 2019 Non-calendar 1 man 5500 SF or EZ?

   By Lou S., February 18, 2021
   • 3 replies
   • 425 views
   • 
   • Lou S.
   • February 19, 2021

3. Owners active, former EE has account: 1 partic plan?

   By BG5150, September 2, 2020
   • 4 replies
   • 611 views
   • 
   • JustMe
   • February 18, 2021

4. amended 5500 - does it show on efast2?

   By TPApril, February 12, 2021
   • 8 replies
   • 1.7k views
   • 
   • chc93
   • February 18, 2021

5. Final 5500 EZ

   By Benbob13, February 8, 2021
   • 9 replies
   • 1.2k views
   • 
   • Lou S.
   • February 16, 2021

6. 2019 extensions

   By pmacduff, February 8, 2021
   • 14 replies
   • 1.8k views
   • 
   • Lou S.
   • February 10, 2021

7. Does anything in Form 5500 call for a second organization’s EIN?

   By Peter Gulia, February 8, 2021   

   • employer identification number; ein
   • 3 replies
   • 417 views
   • 
   • Bill Presson
   • February 8, 2021

8. 1099s that brokerage won't do

   By thepensionmaven, January 27, 2021
   • 12 replies
   • 1.1k views
   • 
   • thepensionmaven
   • February 7, 2021

9. Final Form 5500 - Payables/Liabilites?

   By imchipbrown, February 5, 2021
   • 2 replies
   • 727 views
   • 
   • Mike Preston
   • February 5, 2021

10. Reportable Transaction upon plan merger

    By B21, February 4, 2021
    • 0 replies
    • 354 views
    • 
    • B21
    • February 4, 2021

11. Merger Effective Date vs Transfer DAte

    By austin3515, January 27, 2021
    • 12 replies
    • 2.7k views
    • 
    • MoJo
    • January 28, 2021

12. Form 8955-SSA issue with IRS

    By ESOP Guy, January 26, 2021
    • 4 replies
    • 579 views
    • 
    • RatherBeGolfing
    • January 27, 2021

13. FT William, Error Message

    By austin3515, January 22, 2021
    • 4 replies
    • 473 views
    • 
    • austin3515
    • January 23, 2021

14. DOL rejecting 2-person SF's?

    By BG5150, January 22, 2021
    • 2 replies
    • 494 views
    • 
    • Soundbc1
    • January 22, 2021

15. Record DFVCP Filing

    By MarZDoates, January 4, 2021
    • 4 replies
    • 803 views
    • 
    • Mike Preston
    • January 19, 2021

16. Form 945 for 2020

    By thepensionmaven, January 13, 2021
    • 5 replies
    • 1.1k views
    • 
    • ESOPMomma
    • January 14, 2021

17. Delinquent Form 8955-SSA

    By mming, January 7, 2021
    • 5 replies
    • 1.3k views
    • 
    • mming
    • January 12, 2021

18. Final Year of Plan

    By thepensionmaven, December 29, 2020
    • 17 replies
    • 2.5k views
    • 
    • chc93
    • January 8, 2021

19. 2020 Form 5500-SF -- No Longer Owner-Only Plan

    By mwyatt, January 5, 2021
    • 1 reply
    • 626 views
    • 
    • C. B. Zeller
    • January 5, 2021

20. Incorrect Payor on Sched R many years

    By BG5150, December 31, 2020
    • 1 reply
    • 452 views
    • 
    • Bird
    • January 4, 2021

21. Form 8955-SSA

    By nancy, December 22, 2020   

    • 8955-ssa
    • 1 reply
    • 712 views
    • 
    • mming
    • December 22, 2020

22. Wrong plan name, sponsor name and form??

    By kmhaab, December 16, 2020
    • 0 replies
    • 547 views
    • 
    • kmhaab
    • December 16, 2020

23. Delinquent 5500 EZ - Excess Contribution

    By jmartin, December 9, 2020
    • 3 replies
    • 615 views
    • 
    • C. B. Zeller
    • December 11, 2020

24. Failure To File Extension

    By Lucky32, December 2, 2020
    • 8 replies
    • 1.1k views
    • 
    • acm_acm
    • December 3, 2020

25. Typo on Participant Count

    By EPCRSGuru, November 10, 2020
    • 2 replies
    • 917 views
    • 
    • Belgarath
    • November 11, 2020

26. IRS letter

    By SSRRS, November 6, 2020
    • 1 reply
    • 439 views
    • 
    • SSRRS
    • November 9, 2020

27. 5500 w/ No Audit Report

    By austin3515, October 14, 2020
    • 12 replies
    • 5.7k views
    • 
    • Luke Bailey
    • October 16, 2020

28. Wrong EIN on Form 5500-SF

    By thepensionmaven, October 2, 2020
    • 6 replies
    • 2.4k views
    • 
    • thepensionmaven
    • October 15, 2020

29. Who gets the SAR?

    By BG5150, October 13, 2020
    • 10 replies
    • 1.6k views
    • 
    • Bill Presson
    • October 15, 2020

30. No Phone # on 5500-SF

    By BG5150, October 13, 2020
    • 8 replies
    • 1.2k views
    • 
    • Peter Gulia
    • October 14, 2020

31. Form 5500SF and Code 4R

    By pjr@frdayton.com, October 12, 2020
    • 1 reply
    • 988 views
    • 
    • FORMER ESQ.
    • October 12, 2020

32. Form 5500-EZ line 6a (2) End of year

    By Francis, October 10, 2020
    • 1 reply
    • 676 views
    • 
    • Jakyasar
    • October 10, 2020

33. Abondoned Plan & 5500

    By stphnyok, October 8, 2020
    • 5 replies
    • 929 views
    • 
    • Luke Bailey
    • October 10, 2020

34. Filing Authorizations for when TPA files the 5500

    By BG5150, October 7, 2020
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • October 9, 2020

35. How to treat proceeds from DB to QRP?

    By BG5150, October 8, 2020
    • 1 reply
    • 618 views
    • 
    • Alonzo Church
    • October 8, 2020

36. 5500 Schedule D

    By Tom, October 7, 2020   

    • 5500-sf
    • 0 replies
    • 403 views
    • 
    • Tom
    • October 7, 2020

37. Book ADP refund as liability?

    By BG5150, September 25, 2020
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • October 2, 2020

38. Is a Final Report for a Welfare Trust Filing Needed?

    By 5500Nerd, September 30, 2020
    • 1 reply
    • 498 views
    • 
    • Luke Bailey
    • October 1, 2020

39. QNEC as a receivable on Schedule H

    By B21, October 1, 2020
    • 3 replies
    • 2.1k views
    • 
    • B21
    • October 1, 2020
40. PBGC missed contribution reporting

    Topic was moved to forum Defined Benefit Plans, Including Cash Balance

41. Late deposits reported on the Schedule H

    By ratherbereading, September 24, 2020
    • 4 replies
    • 2.2k views
    • 
    • ratherbereading
    • September 25, 2020

42. Wrong EIN on 5558

    By 22su, September 22, 2020   

    • 5558 error
    • wrong ein
    • 2 replies
    • 1.5k views
    • 
    • 22su
    • September 22, 2020

43. 5500 Schedule C

    By AmyETPA, September 16, 2020
    • 1 reply
    • 655 views
    • 
    • msmith
    • September 16, 2020

44. question on schedule I -re. real estate

    By SSRRS, September 11, 2020
    • 2 replies
    • 592 views
    • 
    • SSRRS
    • September 11, 2020

45. Wrong Participant Count, No Audit Filed Ever, Want to Terminate

    By 401 Chaos, September 3, 2020
    • 11 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • September 4, 2020

46. Final Filing Form 5500-EZ - Distributions?

    By JMP, September 4, 2020
    • 2 replies
    • 619 views
    • 
    • JMP
    • September 4, 2020

47. Amended 5500SF?

    By Susan Graves CPA, September 2, 2020
    • 2 replies
    • 767 views
    • 
    • Bob the Swimmer
    • September 4, 2020

48. DFVC - includes submission of filed 5500's?

    By TPApril, August 28, 2020
    • 7 replies
    • 1.8k views
    • 
    • st3rv
    • September 3, 2020

49. Form 5500SF to Form 5500EZ

    By Pensions2020, August 31, 2020
    • 8 replies
    • 1.8k views
    • 
    • austin3515
    • September 2, 2020

50. Summary Annual Report for 5500-EZ?

    By 5500sorBust, August 24, 2020
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • August 24, 2020